Destination Wealth Management
Legal Name: DESTINATION WEALTH MANAGEMENT
Full Contact Details
Destination Wealth Management
1255 TREAT BOULEVARD, SUITE 900, WALNUT CREEK, CA
925-935-2900
925-935-1808
Other Info
Destination Wealth Management, a DE Corporation, is a financial management firm with 52 employees, including 31 advisory roles, serving 5 clients. Their most recent SEC status is Approved with a registration date of Oct 11, 1996.
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Direct Owners
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GEORGE KUNG WAI CHIN
PRESIDENT AND CHIEF OPERATING OFFICER owns more than 10% but less than 25%
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JESSICA S LAMBRUSCHINI-COY
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGER owns less than 5%
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MICHAEL ALLEN YOSHIKAMI
CEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE owns 75% or more
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